U.S. Private Bank - AWM Program Analyst

JPMorganChase; Irvine (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine invites applications for an entry-level role supporting financial strategies for existing and prospective clients within Asset & Wealth Management.

You will help prepare pitch materials, analyze balance sheets, and translate client objectives into tailored recommendations while learning proprietary models. The ideal candidate has a Bachelor's degree with GPA 3.2, limited work experience, and a genuine interest in financial markets.

Qualifications

• Bachelor's degree with minimum GPA 3.2
• No more than two years of work experience after undergrad
• Demonstrated aptitude for sales and client relationship management

Responsibilities

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with team to analyze balance sheets and client investment objectives for tailored recommendations
• Become an expert in proprietary models to advise tailored solutions
• Conduct research and analysis; assist with product development and prospecting
• Research client inquiries and manage follow-up communications
• Work directly with clients as you progress in your role

Skills

Sales aptitude

Client relationship management

Education

Bachelor's degree

Job description

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials
• Work directly with clients as you continue to progress in your role

Job Description

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials
• Work directly with clients as you continue to progress in your role

Required Qualifications, Capabilities, And Skills

• Bachelor's degree with a minimum overall GPA of 3.2
• No more than two years of work experience following completion of undergraduate program
• Demonstrated aptitude for sales and client relationship management

Preferred Qualifications, Capabilities, And Skills

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Genuine interest in financial markets and macro-level economic trends

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.